A detailed history of Venturi Wealth Management, LLC transactions in Global X Funds Global X Artifi stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 88 shares of AIQ stock, worth $3,214. This represents 0.0% of its overall portfolio holdings.

Number of Shares
88
Previous 111 20.72%
Holding current value
$3,214
Previous $3,000 33.33%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024

SELL
$29.87 - $34.22 $687 - $787
-23 Reduced 20.72%
88 $2,000
Q4 2023

Jan 23, 2024

BUY
$25.5 - $31.36 $1,147 - $1,411
45 Added 68.18%
111 $3,000
Q3 2023

Nov 02, 2023

SELL
$26.53 - $29.63 $875 - $977
-33 Reduced 33.33%
66 $1,000
Q2 2023

Jul 24, 2023

SELL
$22.93 - $28.5 $504 - $627
-22 Reduced 18.18%
99 $2,000
Q1 2023

May 02, 2023

BUY
$20.11 - $24.59 $2,433 - $2,975
121 New
121 $2,000

Others Institutions Holding AIQ

About GLOBAL X FUNDS GLOBAL X ARTIFI


  • Ticker AIQ
  • Sector ETFs
  • Industry ETFs
More about AIQ
Track This Portfolio

Track Venturi Wealth Management, LLC Portfolio

Follow Venturi Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Venturi Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Venturi Wealth Management, LLC with notifications on news.